Episode Details
Back to EpisodesWill Q2 Metals Cisco PEA Hit $4.7B NPV?
Description
Q2 Metals (TSXV: QTWO) CEO Alicia Milne and VP Exploration Sage McCallum join Rock Stock Channel (Matt and Howard) to discuss what investors should watch ahead of the upcoming Cisco PEA, including project scale, advanced metallurgy, infrastructure, resource conversion, current drilling and the path from PEA into feasibility.
We also examine Canaccord’s shift from valuing Cisco as an exploration asset to a risked developer NPV framework, and what Q2 still needs to prove as Cisco advances toward development.
Q2 Metals Corporate Presentation:
https://q2metals.com/corporate-presentation-file
Follow Q2 Metals:
LinkedIn (Alicia Milne): https://www.linkedin.com/in/alicia-milne-145a7369/
LinkedIn (Sage McCallum): https://www.linkedin.com/in/sage-mccallum-56b16621/
X/Twitter (Company): https://x.com/Q2Metals
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Chapters
(00:00) Cisco’s Next Phase
(01:46) Resource Growth Potential
(02:52) What Must The PEA Prove?
(04:48) Advanced Metallurgical Testing
(06:38) Balancing Growth And Development
(08:17) Path To Feasibility
(09:45) Building The Development Team
(11:33) Funding The Next Stage
(12:40) Twelve-Month Outlook
(13:50) $4.7B NPV Valuation?
Links
Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/
Questions:
rockstockchannel@rkequity.com
Patreon:
https://www.patreon.com/rockstockchannel
Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq
Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.
Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com
Intro and outro audio credit: Jamie Klein